TCOV
BTX

Trust Company of Vermont’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Trust Company of Vermont’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,250
Closed -$9K – 1003
2022
Q3 		$9K Buy
+1,250
New +$10.5K ﹤0.01% 742

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Trust Company of Vermont's BTX Position: Q4 2022 in Review

Trust Company of Vermont sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2022, closing a stake of 1,250 shares — an estimated $9K sold.

Trust Company of Vermont first reported a position in BTX in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 111 funds tracked by Wall St. Rank hold BTX as of Q4 2022.

  • Trust Company of Vermont reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2022 after selling out during the quarter.
  • Trust Company of Vermont sold 1,250 BlackRock Technology and Private Equity Term Trust shares in Q4 2022, an estimated $9K.
  • Trust Company of Vermont first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2022 and held it in 1 quarter.
  • Trust Company of Vermont's BlackRock Technology and Private Equity Term Trust position peaked at $9K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.